person · Reporting owner

MADER MARK PATRICK

Disclosed activity across 2 companies

Tapewire entity: 46372
SEC CIK: 0001200925

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
ZoomInfo Technologies Inc.GTM · Entity 1794	Director	May 14, 2026	May 18, 2026

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

ZoomInfo Technologies Inc.

Report date May 14, 2026 · Filed May 18, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	52,360	Reported balance After 2026-05-14 transaction · row 1 1 source row Row 1 · 2026-05-14 · Exercise / conversion · Acquired 19,551 · Balance 52,360 F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer.
Restricted Stock UnitsSEC Table II · derivative / convertible security	Direct	0	Reported balance After 2026-05-14 transaction · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · 2026-05-14 · Exercise / conversion · Disposed 19,551 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F2: These restricted stock units vested on May 14, 2026, the date of the Issuer's annual meeting of stockholders.
Restricted Stock UnitsSEC Table II · derivative / convertible security	Direct	51,283	Reported balance After 2026-05-14 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2026-05-14 · Grant · Acquired 51,283 · Balance 51,283 F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F3: These restricted stock units shall vest on the earlier of May 14, 2027, or the date of the Issuer's next annual meeting of stockholders.

Filing footnotes · ownership attribution and instrument terms

F1: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled into either Common Stock or cash (or a combination thereof) at the discretion of the Issuer.

F2: These restricted stock units vested on May 14, 2026, the date of the Issuer's annual meeting of stockholders.

F3: These restricted stock units shall vest on the earlier of May 14, 2027, or the date of the Issuer's next annual meeting of stockholders.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

SMARTSHEET INC

Report date January 22, 2025 · Filed January 24, 2025

Section 16 reporting ended · disclosed 2025-01-24. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	0	Reported balance After 2025-01-22 transaction · row 1 1 source row Row 1 · 2025-01-22 · Disposition to issuer · Disposed 619,515 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated September 24, 2024 (the "Merger Agreement"), by and among Smartsheet Inc. (the "Company"), Einstein Parent, Inc. ("Parent"), and Einstein Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the terms of the Merger Agreement, Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), in exchange for 307,334 shares of the Company's Class A common stock, no par value per share ("Common Stock"), the reporting person received 17,364,371 Class A-2 Units of Einstein Management Aggregator, L.P. Each remaining share of Common Stock held by the reporting person was canceled and automatically converted into the right to receive $56.50 in cash, without interest and less any applicable withholding taxes (the "Merger Consideration").
Class A Common StockSEC Table I · non-derivative	IndirectBy T49C Trust	0	Reported balance After 2025-01-22 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 2 · 2025-01-22 · Disposition to issuer · Disposed 51,250 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated September 24, 2024 (the "Merger Agreement"), by and among Smartsheet Inc. (the "Company"), Einstein Parent, Inc. ("Parent"), and Einstein Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the terms of the Merger Agreement, Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), in exchange for 307,334 shares of the Company's Class A common stock, no par value per share ("Common Stock"), the reporting person received 17,364,371 Class A-2 Units of Einstein Management Aggregator, L.P. Each remaining share of Common Stock held by the reporting person was canceled and automatically converted into the right to receive $56.50 in cash, without interest and less any applicable withholding taxes (the "Merger Consideration"). F2: These securities are held of record by Douglas Porter, Trustee of the T49C Trust and L38 Trust, trusts for the benefit of the reporting person's child. The reporting person disclaims beneficial ownership over such securities, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.
Class A Common StockSEC Table I · non-derivative	IndirectBy L38 Trust	0	Reported balance After 2025-01-22 transaction · row 3 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 3 · 2025-01-22 · Disposition to issuer · Disposed 40,000 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated September 24, 2024 (the "Merger Agreement"), by and among Smartsheet Inc. (the "Company"), Einstein Parent, Inc. ("Parent"), and Einstein Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the terms of the Merger Agreement, Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), in exchange for 307,334 shares of the Company's Class A common stock, no par value per share ("Common Stock"), the reporting person received 17,364,371 Class A-2 Units of Einstein Management Aggregator, L.P. Each remaining share of Common Stock held by the reporting person was canceled and automatically converted into the right to receive $56.50 in cash, without interest and less any applicable withholding taxes (the "Merger Consideration"). F2: These securities are held of record by Douglas Porter, Trustee of the T49C Trust and L38 Trust, trusts for the benefit of the reporting person's child. The reporting person disclaims beneficial ownership over such securities, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.
Stock Option (right to buy Class B Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $3.73 · Expires 2027-03-03	Direct	0	Reported balance After 2025-01-22 transaction · row 4 Instrument identity requires review; Table II rows are not merged. 1 source row Row 4 · 2025-01-22 · Disposition to issuer · Disposed 703,875 · Balance 0 F3: Pursuant to the Merger Agreement, at the Effective Time, each option that was vested in accordance with its terms and outstanding as of immediately prior to the Effective Time (each, a "Vested Option") was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Vested Option, by (ii) the total number of shares of Common Stock underlying such Vested Option, subject to any required withholding of taxes. If the exercise price per share of Common Stock of such Vested Option was equal to or greater than the Merger Consideration, such Vested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof. F4: The options are fully vested. F5: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the issuer's initial public offering ("IPO"), except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date.
Stock Option (right to buy Class B Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $9.53 · Expires 2028-03-05	Direct	0	Reported balance After 2025-01-22 transaction · row 5 Instrument identity requires review; Table II rows are not merged. 1 source row Row 5 · 2025-01-22 · Disposition to issuer · Disposed 239,583 · Balance 0 F3: Pursuant to the Merger Agreement, at the Effective Time, each option that was vested in accordance with its terms and outstanding as of immediately prior to the Effective Time (each, a "Vested Option") was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Vested Option, by (ii) the total number of shares of Common Stock underlying such Vested Option, subject to any required withholding of taxes. If the exercise price per share of Common Stock of such Vested Option was equal to or greater than the Merger Consideration, such Vested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof. F4: The options are fully vested. F5: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the issuer's initial public offering ("IPO"), except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date.
Stock Option (right to buy Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $40.79 · Expires 2029-03-03	Direct	0	Reported balance After 2025-01-22 transaction · row 6 Instrument identity requires review; Table II rows are not merged. 1 source row Row 6 · 2025-01-22 · Disposition to issuer · Disposed 127,272 · Balance 0 F3: Pursuant to the Merger Agreement, at the Effective Time, each option that was vested in accordance with its terms and outstanding as of immediately prior to the Effective Time (each, a "Vested Option") was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Vested Option, by (ii) the total number of shares of Common Stock underlying such Vested Option, subject to any required withholding of taxes. If the exercise price per share of Common Stock of such Vested Option was equal to or greater than the Merger Consideration, such Vested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof. F4: The options are fully vested.
Stock Option (right to buy Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $42.10 · Expires 2030-03-20	Direct	0	Reported balance After 2025-01-22 transaction · row 7 Instrument identity requires review; Table II rows are not merged. 1 source row Row 7 · 2025-01-22 · Disposition to issuer · Disposed 113,801 · Balance 0 F3: Pursuant to the Merger Agreement, at the Effective Time, each option that was vested in accordance with its terms and outstanding as of immediately prior to the Effective Time (each, a "Vested Option") was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Vested Option, by (ii) the total number of shares of Common Stock underlying such Vested Option, subject to any required withholding of taxes. If the exercise price per share of Common Stock of such Vested Option was equal to or greater than the Merger Consideration, such Vested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof. F4: The options are fully vested.
Stock Option (right to buy Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $62.56 · Expires 2031-03-19	Direct	0	Reported balance After 2025-01-22 transaction · row 8 Instrument identity requires review; Table II rows are not merged. 1 source row Row 8 · 2025-01-22 · Disposition to issuer · Disposed 86,106 · Balance 0 F3: Pursuant to the Merger Agreement, at the Effective Time, each option that was vested in accordance with its terms and outstanding as of immediately prior to the Effective Time (each, a "Vested Option") was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Vested Option, by (ii) the total number of shares of Common Stock underlying such Vested Option, subject to any required withholding of taxes. If the exercise price per share of Common Stock of such Vested Option was equal to or greater than the Merger Consideration, such Vested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof. F6: Pursuant to the Merger Agreement, at the Effective Time, each option that was outstanding as of immediately prior to the Effective Time and that was not a Vested Option (each, an "Unvested Option") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Unvested Option, by (ii) the total number of shares of Common Stock underlying such Unvested Option (the "Unvested Option Consideration"), subject to any required withholding of taxes. The Unvested Option Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested Option immediately prior to the Effective Time. F7: If the exercise price per share of Common Stock of such Unvested Option was equal to or greater than the Merger Consideration, such Unvested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof. F8: The option vests as to 25% of the total shares on February 15, 2022 and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date.
Stock Option (right to buy Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $72.03 · Expires 2031-12-07	Direct	0	Reported balance After 2025-01-22 transaction · row 9 Instrument identity requires review; Table II rows are not merged. 1 source row Row 9 · 2025-01-22 · Disposition to issuer · Disposed 88,563 · Balance 0 F3: Pursuant to the Merger Agreement, at the Effective Time, each option that was vested in accordance with its terms and outstanding as of immediately prior to the Effective Time (each, a "Vested Option") was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Vested Option, by (ii) the total number of shares of Common Stock underlying such Vested Option, subject to any required withholding of taxes. If the exercise price per share of Common Stock of such Vested Option was equal to or greater than the Merger Consideration, such Vested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof. F6: Pursuant to the Merger Agreement, at the Effective Time, each option that was outstanding as of immediately prior to the Effective Time and that was not a Vested Option (each, an "Unvested Option") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Unvested Option, by (ii) the total number of shares of Common Stock underlying such Unvested Option (the "Unvested Option Consideration"), subject to any required withholding of taxes. The Unvested Option Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested Option immediately prior to the Effective Time. F7: If the exercise price per share of Common Stock of such Unvested Option was equal to or greater than the Merger Consideration, such Unvested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof. F9: The option vests as to 25% of the total shares on November 15, 2022 and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date.
Stock Option (right to buy Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $36.09 · Expires 2032-12-06	Direct	0	Reported balance After 2025-01-22 transaction · row 10 Instrument identity requires review; Table II rows are not merged. 1 source row Row 10 · 2025-01-22 · Disposition to issuer · Disposed 84,155 · Balance 0 F3: Pursuant to the Merger Agreement, at the Effective Time, each option that was vested in accordance with its terms and outstanding as of immediately prior to the Effective Time (each, a "Vested Option") was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Vested Option, by (ii) the total number of shares of Common Stock underlying such Vested Option, subject to any required withholding of taxes. If the exercise price per share of Common Stock of such Vested Option was equal to or greater than the Merger Consideration, such Vested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof. F6: Pursuant to the Merger Agreement, at the Effective Time, each option that was outstanding as of immediately prior to the Effective Time and that was not a Vested Option (each, an "Unvested Option") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Unvested Option, by (ii) the total number of shares of Common Stock underlying such Unvested Option (the "Unvested Option Consideration"), subject to any required withholding of taxes. The Unvested Option Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested Option immediately prior to the Effective Time. F7: If the exercise price per share of Common Stock of such Unvested Option was equal to or greater than the Merger Consideration, such Unvested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof. F10: The options vest as to 33.3% of the total shares on November 15, 2023, and then 8.33% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date.
Performance Stock Unit (PSU) (Class A)SEC Table II · derivative / convertible security · Expires 2034-12-11	Direct	0	Reported balance After 2025-01-22 transaction · row 11 Instrument identity requires review; Table II rows are not merged. 1 source row Row 11 · 2025-01-22 · Disposition to issuer · Disposed 51,879 · Balance 0 F11: Each RSU and each PSU represents a contingent right to receive one share of Common Stock for each RSU, and PSU, as applicable. F12: Pursuant to the Merger Agreement, at the Effective Time, each RSU that vested on the basis of, in whole or in part, performance (each, a "PSU"), that was outstanding as of immediately prior to the Effective Time and was vested in accordance with its terms but not yet settled as of the Effective Time (each, a "Vested PSU") was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying such Vested PSU by (ii) the Merger Consideration, subject to any required withholding of taxes. F13: Pursuant to the Merger Agreement, at the Effective Time, each PSU that was outstanding immediately prior to the Effective Time, for which the applicable performance metrics had been achieved as of such time, that was not a Vested PSU (each, an "Achieved Unvested PSU") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash, without interest, equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying the Achieved Unvested PSU (calculated based on achievement of the performance conditions as determined by the Company immediately prior to the Effective Time in accordance with the terms of the applicable PSU award agreement), by (ii) the Merger Consideration, subject to any required withholding of taxes (the "Unvested PSU Consideration"). F14: The Unvested PSU Consideration will vest and become payable on substantially the same terms and conditions that applied to the PSU immediately prior to the Effective Time. F15: The reporting person earned 103,758 PSUs upon the achievement of certain performance criteria as certified by the Compensation Committee of the issuer's Board of Directors ("Compensation Committee") on December 11, 2024. The PSUs vested as to 50% upon certification by the Compensation Committee, and then 12.5% of the total PSUs shall vest quarterly thereafter, subject to continued service through each vesting date.
Performance Stock Unit (PSU) (Class A)SEC Table II · derivative / convertible security · Expires 2035-01-22	Direct	67,994	Reported balance After 2025-01-22 transaction · row 12 Instrument identity requires review; Table II rows are not merged. 1 source row Row 12 · 2025-01-22 · Grant · Acquired 67,994 · Balance 67,994 F11: Each RSU and each PSU represents a contingent right to receive one share of Common Stock for each RSU, and PSU, as applicable. F16: The reporting person earned 67,994 PSUs upon the achievement of certain performance criteria as certified by the Compensation Committee. F17: The PSUs vested as to 55.8% of the total award at the Effective Time, and then 44.2% of the total PSUs shall vest in four substantially equal increments quarterly thereafter, subject to continued service through each vesting date.
Performance Stock Unit (PSU) (Class A)SEC Table II · derivative / convertible security · Expires 2035-01-22	Direct	0	Reported balance After 2025-01-22 transaction · row 13 Instrument identity requires review; Table II rows are not merged. 1 source row Row 13 · 2025-01-22 · Disposition to issuer · Disposed 67,994 · Balance 0 F11: Each RSU and each PSU represents a contingent right to receive one share of Common Stock for each RSU, and PSU, as applicable. F12: Pursuant to the Merger Agreement, at the Effective Time, each RSU that vested on the basis of, in whole or in part, performance (each, a "PSU"), that was outstanding as of immediately prior to the Effective Time and was vested in accordance with its terms but not yet settled as of the Effective Time (each, a "Vested PSU") was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying such Vested PSU by (ii) the Merger Consideration, subject to any required withholding of taxes. F13: Pursuant to the Merger Agreement, at the Effective Time, each PSU that was outstanding immediately prior to the Effective Time, for which the applicable performance metrics had been achieved as of such time, that was not a Vested PSU (each, an "Achieved Unvested PSU") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash, without interest, equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying the Achieved Unvested PSU (calculated based on achievement of the performance conditions as determined by the Company immediately prior to the Effective Time in accordance with the terms of the applicable PSU award agreement), by (ii) the Merger Consideration, subject to any required withholding of taxes (the "Unvested PSU Consideration"). F14: The Unvested PSU Consideration will vest and become payable on substantially the same terms and conditions that applied to the PSU immediately prior to the Effective Time. F17: The PSUs vested as to 55.8% of the total award at the Effective Time, and then 44.2% of the total PSUs shall vest in four substantially equal increments quarterly thereafter, subject to continued service through each vesting date.
Restricted Stock Units (RSU) (Class A)SEC Table II · derivative / convertible security · Expires 2031-03-19	Direct	0	Reported balance After 2025-01-22 transaction · row 14 Instrument identity requires review; Table II rows are not merged. 1 source row Row 14 · 2025-01-22 · Disposition to issuer · Disposed 4,337 · Balance 0 F11: Each RSU and each PSU represents a contingent right to receive one share of Common Stock for each RSU, and PSU, as applicable. F18: Pursuant to the Merger Agreement, at the Effective Time, each RSU that vested solely on the basis of time that was outstanding as of immediately prior to the Effective Time and was either (i) held by a non-employee member of the Board of Directors (whether vested or unvested) or (ii) vested in accordance with its terms but not yet settled as of the Effective Time (each, a "Vested RSU") was canceled and converted into the right to receive an amount in cash obtained by multiplying (A) the total number of shares of Common Stock underlying such Vested RSU, by (B) the Merger Consideration, subject to any required withholding of taxes. F19: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was outstanding as of immediately prior to the Effective Time and that was not a Vested RSU (each, an "Unvested RSU") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying such Unvested RSU, by (ii) the Merger Consideration (the "Unvested RSU Consideration"), subject to any required withholding of taxes. The Unvested RSU Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested RSU immediately prior to the Effective Time. F20: The RSUs vested as to 25% of the total shares on February 15, 2022, and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date.
Restricted Stock Units (RSU) (Class A)SEC Table II · derivative / convertible security · Expires 2031-12-07	Direct	0	Reported balance After 2025-01-22 transaction · row 15 Instrument identity requires review; Table II rows are not merged. 1 source row Row 15 · 2025-01-22 · Disposition to issuer · Disposed 17,944 · Balance 0 F11: Each RSU and each PSU represents a contingent right to receive one share of Common Stock for each RSU, and PSU, as applicable. F18: Pursuant to the Merger Agreement, at the Effective Time, each RSU that vested solely on the basis of time that was outstanding as of immediately prior to the Effective Time and was either (i) held by a non-employee member of the Board of Directors (whether vested or unvested) or (ii) vested in accordance with its terms but not yet settled as of the Effective Time (each, a "Vested RSU") was canceled and converted into the right to receive an amount in cash obtained by multiplying (A) the total number of shares of Common Stock underlying such Vested RSU, by (B) the Merger Consideration, subject to any required withholding of taxes. F19: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was outstanding as of immediately prior to the Effective Time and that was not a Vested RSU (each, an "Unvested RSU") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying such Unvested RSU, by (ii) the Merger Consideration (the "Unvested RSU Consideration"), subject to any required withholding of taxes. The Unvested RSU Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested RSU immediately prior to the Effective Time. F21: The RSUs vested as to 25% of the total shares on November 15, 2022, and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date.
Restricted Stock Units (RSU) (Class A)SEC Table II · derivative / convertible security · Expires 2032-12-06	Direct	0	Reported balance After 2025-01-22 transaction · row 16 Instrument identity requires review; Table II rows are not merged. 1 source row Row 16 · 2025-01-22 · Disposition to issuer · Disposed 44,342 · Balance 0 F11: Each RSU and each PSU represents a contingent right to receive one share of Common Stock for each RSU, and PSU, as applicable. F18: Pursuant to the Merger Agreement, at the Effective Time, each RSU that vested solely on the basis of time that was outstanding as of immediately prior to the Effective Time and was either (i) held by a non-employee member of the Board of Directors (whether vested or unvested) or (ii) vested in accordance with its terms but not yet settled as of the Effective Time (each, a "Vested RSU") was canceled and converted into the right to receive an amount in cash obtained by multiplying (A) the total number of shares of Common Stock underlying such Vested RSU, by (B) the Merger Consideration, subject to any required withholding of taxes. F19: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was outstanding as of immediately prior to the Effective Time and that was not a Vested RSU (each, an "Unvested RSU") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying such Unvested RSU, by (ii) the Merger Consideration (the "Unvested RSU Consideration"), subject to any required withholding of taxes. The Unvested RSU Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested RSU immediately prior to the Effective Time. F22: The RSUs vested as to 33.3% of the total shares on November 15, 2023, and then 8.33% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date.
Restricted Stock Units (RSU) (Class A)SEC Table II · derivative / convertible security · Expires 2033-12-12	Direct	0	Reported balance After 2025-01-22 transaction · row 17 Instrument identity requires review; Table II rows are not merged. 1 source row Row 17 · 2025-01-22 · Disposition to issuer · Disposed 65,317 · Balance 0 F11: Each RSU and each PSU represents a contingent right to receive one share of Common Stock for each RSU, and PSU, as applicable. F18: Pursuant to the Merger Agreement, at the Effective Time, each RSU that vested solely on the basis of time that was outstanding as of immediately prior to the Effective Time and was either (i) held by a non-employee member of the Board of Directors (whether vested or unvested) or (ii) vested in accordance with its terms but not yet settled as of the Effective Time (each, a "Vested RSU") was canceled and converted into the right to receive an amount in cash obtained by multiplying (A) the total number of shares of Common Stock underlying such Vested RSU, by (B) the Merger Consideration, subject to any required withholding of taxes. F19: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was outstanding as of immediately prior to the Effective Time and that was not a Vested RSU (each, an "Unvested RSU") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying such Unvested RSU, by (ii) the Merger Consideration (the "Unvested RSU Consideration"), subject to any required withholding of taxes. The Unvested RSU Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested RSU immediately prior to the Effective Time. F23: The RSUs vest as to 33.3% of the total shares on November 15, 2024, and then 8.33% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date.

Filing footnotes · ownership attribution and instrument terms

F1: The shares were disposed of pursuant to the Agreement and Plan of Merger, dated September 24, 2024 (the "Merger Agreement"), by and among Smartsheet Inc. (the "Company"), Einstein Parent, Inc. ("Parent"), and Einstein Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"). Pursuant to the terms of the Merger Agreement, Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), in exchange for 307,334 shares of the Company's Class A common stock, no par value per share ("Common Stock"), the reporting person received 17,364,371 Class A-2 Units of Einstein Management Aggregator, L.P. Each remaining share of Common Stock held by the reporting person was canceled and automatically converted into the right to receive $56.50 in cash, without interest and less any applicable withholding taxes (the "Merger Consideration").

F2: These securities are held of record by Douglas Porter, Trustee of the T49C Trust and L38 Trust, trusts for the benefit of the reporting person's child. The reporting person disclaims beneficial ownership over such securities, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

F3: Pursuant to the Merger Agreement, at the Effective Time, each option that was vested in accordance with its terms and outstanding as of immediately prior to the Effective Time (each, a "Vested Option") was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Vested Option, by (ii) the total number of shares of Common Stock underlying such Vested Option, subject to any required withholding of taxes. If the exercise price per share of Common Stock of such Vested Option was equal to or greater than the Merger Consideration, such Vested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof.

F4: The options are fully vested.

F5: Each share of the issuer's Class B Common Stock will convert into 1 share of the issuer's Class A Common Stock (a) at the option of the holder or (b) automatically upon (i) any transfer which occurs after the closing of the issuer's initial public offering ("IPO"), except for certain permitted transfers, and (ii) the date that is the earliest of (x) the date specified by a vote of the holders of not less than a majority of the outstanding shares of Class B Common Stock, (y) seven years from the effective date of the IPO and (z) the date that the total number of shares of outstanding Class B Common Stock ceases to represent at least 15% of all outstanding shares of the issuer's common stock, and has no expiration date.

F6: Pursuant to the Merger Agreement, at the Effective Time, each option that was outstanding as of immediately prior to the Effective Time and that was not a Vested Option (each, an "Unvested Option") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the excess, if any, of (A) the Merger Consideration over (B) the per share exercise price for such Unvested Option, by (ii) the total number of shares of Common Stock underlying such Unvested Option (the "Unvested Option Consideration"), subject to any required withholding of taxes. The Unvested Option Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested Option immediately prior to the Effective Time.

F7: If the exercise price per share of Common Stock of such Unvested Option was equal to or greater than the Merger Consideration, such Unvested Option was canceled as of the Effective Time without any cash payment or other consideration being made in respect thereof.

F8: The option vests as to 25% of the total shares on February 15, 2022 and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date.

F9: The option vests as to 25% of the total shares on November 15, 2022 and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date.

F10: The options vest as to 33.3% of the total shares on November 15, 2023, and then 8.33% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date.

F11: Each RSU and each PSU represents a contingent right to receive one share of Common Stock for each RSU, and PSU, as applicable.

F12: Pursuant to the Merger Agreement, at the Effective Time, each RSU that vested on the basis of, in whole or in part, performance (each, a "PSU"), that was outstanding as of immediately prior to the Effective Time and was vested in accordance with its terms but not yet settled as of the Effective Time (each, a "Vested PSU") was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying such Vested PSU by (ii) the Merger Consideration, subject to any required withholding of taxes.

F13: Pursuant to the Merger Agreement, at the Effective Time, each PSU that was outstanding immediately prior to the Effective Time, for which the applicable performance metrics had been achieved as of such time, that was not a Vested PSU (each, an "Achieved Unvested PSU") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash, without interest, equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying the Achieved Unvested PSU (calculated based on achievement of the performance conditions as determined by the Company immediately prior to the Effective Time in accordance with the terms of the applicable PSU award agreement), by (ii) the Merger Consideration, subject to any required withholding of taxes (the "Unvested PSU Consideration").

F14: The Unvested PSU Consideration will vest and become payable on substantially the same terms and conditions that applied to the PSU immediately prior to the Effective Time.

F15: The reporting person earned 103,758 PSUs upon the achievement of certain performance criteria as certified by the Compensation Committee of the issuer's Board of Directors ("Compensation Committee") on December 11, 2024. The PSUs vested as to 50% upon certification by the Compensation Committee, and then 12.5% of the total PSUs shall vest quarterly thereafter, subject to continued service through each vesting date.

F16: The reporting person earned 67,994 PSUs upon the achievement of certain performance criteria as certified by the Compensation Committee.

F17: The PSUs vested as to 55.8% of the total award at the Effective Time, and then 44.2% of the total PSUs shall vest in four substantially equal increments quarterly thereafter, subject to continued service through each vesting date.

F18: Pursuant to the Merger Agreement, at the Effective Time, each RSU that vested solely on the basis of time that was outstanding as of immediately prior to the Effective Time and was either (i) held by a non-employee member of the Board of Directors (whether vested or unvested) or (ii) vested in accordance with its terms but not yet settled as of the Effective Time (each, a "Vested RSU") was canceled and converted into the right to receive an amount in cash obtained by multiplying (A) the total number of shares of Common Stock underlying such Vested RSU, by (B) the Merger Consideration, subject to any required withholding of taxes.

F19: Pursuant to the Merger Agreement, at the Effective Time, each RSU that was outstanding as of immediately prior to the Effective Time and that was not a Vested RSU (each, an "Unvested RSU") was canceled and automatically converted into the contingent right to receive an aggregate amount in cash equal to the product obtained by multiplying (i) the total number of shares of Common Stock underlying such Unvested RSU, by (ii) the Merger Consideration (the "Unvested RSU Consideration"), subject to any required withholding of taxes. The Unvested RSU Consideration will vest and become payable on substantially the same terms and conditions that applied to the Unvested RSU immediately prior to the Effective Time.

F20: The RSUs vested as to 25% of the total shares on February 15, 2022, and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date.

F21: The RSUs vested as to 25% of the total shares on November 15, 2022, and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date.

F22: The RSUs vested as to 33.3% of the total shares on November 15, 2023, and then 8.33% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date.

F23: The RSUs vest as to 33.3% of the total shares on November 15, 2024, and then 8.33% of the total shares shall vest quarterly thereafter, subject to continued service through each vesting date.

Transaction history

JSON API

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
August 13, 2021 Filed Aug 17, 2021 20:50 UTC	SMARTSHEET INC SMAR · Entity 83899	Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative	3,702	$0.00	$0.00	Disclosure SEC source: 0001200925-21-000028 · wf-form4_162924781561729.xml · derivative · entry 7 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,218 Underlying: Class A Common Stock · 3,702 shares Expires 2029-03-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F4 · derivative.exercise_date: The RSUs vested as to 25% of the total shares on February 15, 2020 and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document
August 13, 2021 Filed Aug 17, 2021 20:50 UTC	SMARTSHEET INC SMAR · Entity 83899	Tax withholdingClass A Common Stock	5,588	$69.33	$387,416.04	Disclosure SEC source: 0001200925-21-000028 · wf-form4_162924781561729.xml · nonDerivative · entry 4 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,065 F2 · shares: Represents the number of shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs and does not represent a sale by the reporting person. Read SEC document
August 13, 2021 Filed Aug 17, 2021 20:50 UTC	SMARTSHEET INC SMAR · Entity 83899	Exercise / conversionClass A Common Stock	4,965	Not disclosed	Not disclosed	Disclosure SEC source: 0001200925-21-000028 · wf-form4_162924781561729.xml · nonDerivative · entry 3 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398,653 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. Read SEC document
August 13, 2021 Filed Aug 17, 2021 20:50 UTC	SMARTSHEET INC SMAR · Entity 83899	Exercise / conversionClass A Common Stock	5,530	Not disclosed	Not disclosed	Disclosure SEC source: 0001200925-21-000028 · wf-form4_162924781561729.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,688 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. Read SEC document
August 13, 2021 Filed Aug 17, 2021 20:50 UTC	SMARTSHEET INC SMAR · Entity 83899	Exercise / conversionClass A Common Stock	3,702	Not disclosed	Not disclosed	Disclosure SEC source: 0001200925-21-000028 · wf-form4_162924781561729.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 388,158 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. Read SEC document
July 07, 2021 Filed Jul 8, 2021 19:30 UTC	SMARTSHEET INC SMAR · Entity 83899	Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative	5,125	$0.00 Strike: $3.73	$0.00	Disclosure SEC source: 0001200925-21-000026 · wf-form4_162578701727998.xml · derivative · entry 4 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 752,375 Underlying: Class A Common Stock · 5,125 shares Expires 2027-03-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document
July 07, 2021 Filed Jul 8, 2021 19:30 UTC	SMARTSHEET INC SMAR · Entity 83899	Exercise / conversionClass A Common Stock	5,125	$3.73	$19,116.25	Disclosure SEC source: 0001200925-21-000026 · wf-form4_162578701727998.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,456 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
June 08, 2021 Filed Jun 10, 2021 20:10 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	20,000	$63.02	$1,260,400.00	Disclosure SEC source: 0001200925-21-000024 · wf-form4_162337023960291.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379,331 Read SEC document
May 18, 2021 Filed May 20, 2021 19:35 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	20,144	$54.26	$1,093,013.44	Disclosure SEC source: 0001200925-21-000022 · wf-form4_162155371803126.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 399,331 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. Read SEC document
May 14, 2021 Filed May 18, 2021 20:21 UTC	SMARTSHEET INC SMAR · Entity 83899	Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative	5,530	$0.00	$0.00	Disclosure SEC source: 0001200925-21-000020 · wf-form4_162138362675782.xml · derivative · entry 7 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,834 Underlying: Class A Common Stock · 5,530 shares Expires 2030-03-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F5 · derivative.exercise_date: The RSUs vested as to 25% of the total shares on February 15, 2021 and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document
May 14, 2021 Filed May 18, 2021 20:21 UTC	SMARTSHEET INC SMAR · Entity 83899	Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative	3,703	$0.00	$0.00	Disclosure SEC source: 0001200925-21-000020 · wf-form4_162138362675782.xml · derivative · entry 6 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,920 Underlying: Class A Common Stock · 3,703 shares Expires 2029-03-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F4 · derivative.exercise_date: The RSUs vested as to 25% of the total shares on February 15, 2020 and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document
May 14, 2021 Filed May 18, 2021 20:21 UTC	SMARTSHEET INC SMAR · Entity 83899	Tax withholdingClass A Common Stock	3,635	$54.59	$198,434.65	Disclosure SEC source: 0001200925-21-000020 · wf-form4_162138362675782.xml · nonDerivative · entry 3 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 419,475 F2 · shares: Represents the number of shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs and does not represent a sale by the reporting person. Read SEC document
May 14, 2021 Filed May 18, 2021 20:21 UTC	SMARTSHEET INC SMAR · Entity 83899	Exercise / conversionClass A Common Stock	5,530	Not disclosed	Not disclosed	Disclosure SEC source: 0001200925-21-000020 · wf-form4_162138362675782.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,110 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. Read SEC document
May 14, 2021 Filed May 18, 2021 20:21 UTC	SMARTSHEET INC SMAR · Entity 83899	Exercise / conversionClass A Common Stock	3,703	Not disclosed	Not disclosed	Disclosure SEC source: 0001200925-21-000020 · wf-form4_162138362675782.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 417,580 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. Read SEC document
May 06, 2021 Filed May 7, 2021 18:22 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	1,360	$64.73	$88,035.11	Disclosure SEC source: 0001200925-21-000018 · wf-form4_162042613268437.xml · nonDerivative · entry 4 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T77A Trust Disclosed balance after: 51,250 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.30 to $55.12 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C Trust, trusts for the benefit of the reporting person's children. The reporting person disclaims beneficial ownership over such securities, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document
May 06, 2021 Filed May 7, 2021 18:22 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	3,640	$54.05	$196,742.00	Disclosure SEC source: 0001200925-21-000018 · wf-form4_162042613268437.xml · nonDerivative · entry 3 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T77A Trust Disclosed balance after: 52,610 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.56 to $54.54 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C Trust, trusts for the benefit of the reporting person's children. The reporting person disclaims beneficial ownership over such securities, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document
May 06, 2021 Filed May 7, 2021 18:22 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	2,010	$54.66	$109,872.43	Disclosure SEC source: 0001200925-21-000018 · wf-form4_162042613268437.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T49C Trust Disclosed balance after: 51,250 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.46 to $55.12 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C Trust, trusts for the benefit of the reporting person's children. The reporting person disclaims beneficial ownership over such securities, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document
May 06, 2021 Filed May 7, 2021 18:22 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	2,990	$53.94	$161,280.30	Disclosure SEC source: 0001200925-21-000018 · wf-form4_162042613268437.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T49C Trust Disclosed balance after: 53,260 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.46 to $54.40 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C Trust, trusts for the benefit of the reporting person's children. The reporting person disclaims beneficial ownership over such securities, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document
April 27, 2021 Filed Apr 29, 2021 21:01 UTC	ZoomInfo Technologies Inc. ZI · Entity 1794	GrantRestricted Stock Units · Derivative	3,771	$0.00	$0.00	Disclosure SEC source: 0001794515-21-000113 · wf-form4_161973008890314.xml · derivative · entry 3 MADER MARK PATRICK · CIK 0001200925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,771 Underlying: Class A Common Stock · 3,771 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will be settled into either Class A Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F4 · derivative.exercise_date: These restricted stock units shall vest on the earlier of April 27, 2022 or the date of the Issuer's next annual meeting of stockholders. F4 · derivative.expiration_date: These restricted stock units shall vest on the earlier of April 27, 2022 or the date of the Issuer's next annual meeting of stockholders. Read SEC document
April 27, 2021 Filed Apr 29, 2021 21:01 UTC	ZoomInfo Technologies Inc. ZI · Entity 1794	Exercise / conversionRestricted Stock Units · Derivative	9,524	$0.00	$0.00	Disclosure SEC source: 0001794515-21-000113 · wf-form4_161973008890314.xml · derivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 9,524 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will be settled into either Class A Common Stock or cash (or a combination thereof) at the discretion of the Issuer. F1 · kind: Reflects restricted stock units that upon vesting settled into shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") on a one-for-one basis. F3 · derivative.exercise_date: The Reporting Person received an original grant totaling 9,524 restricted stock units which vested on April 27, 2021, the date of the Issuer's first annual meeting of stockholders following the original grant date. F3 · derivative.expiration_date: The Reporting Person received an original grant totaling 9,524 restricted stock units which vested on April 27, 2021, the date of the Issuer's first annual meeting of stockholders following the original grant date. Read SEC document
April 27, 2021 Filed Apr 29, 2021 21:01 UTC	ZoomInfo Technologies Inc. ZI · Entity 1794	Exercise / conversionClass A Common Stock	9,524	Not disclosed	Not disclosed	Disclosure SEC source: 0001794515-21-000113 · wf-form4_161973008890314.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,666 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Reflects restricted stock units that upon vesting settled into shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") on a one-for-one basis. F1 · price: Reflects restricted stock units that upon vesting settled into shares of Class A common stock ("Class A Common Stock") of ZoomInfo Technologies Inc. (the "Issuer") on a one-for-one basis. Read SEC document
April 08, 2021 Filed Apr 9, 2021 18:40 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	5,000	$65.34	$326,690.00	Disclosure SEC source: 0001200925-21-000016 · wf-form4_161800799712655.xml · nonDerivative · entry 3 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T77A Trust Disclosed balance after: 56,250 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.89 to $65.65 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F4 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C Trust, trusts for the benefit of the reporting person's children. The reporting person disclaims beneficial ownership over such securities, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document
April 08, 2021 Filed Apr 9, 2021 18:40 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	5,000	$65.35	$326,768.50	Disclosure SEC source: 0001200925-21-000016 · wf-form4_161800799712655.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T49C Trust Disclosed balance after: 56,250 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.84 to $65.68 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F4 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C Trust, trusts for the benefit of the reporting person's children. The reporting person disclaims beneficial ownership over such securities, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document
April 07, 2021 Filed Apr 9, 2021 18:40 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	20,000	$65.10	$1,302,000.00	Disclosure SEC source: 0001200925-21-000016 · wf-form4_161800799712655.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413,877 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F2 · balance_after: Includes 503 shares of Class A Common Stock acquired under the issuer's employee stock purchase plan on March 24, 2021. Read SEC document
March 24, 2021 Filed Mar 26, 2021 19:08 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	400	$67.12	$26,846.52	Disclosure SEC source: 0001200925-21-000014 · wf-form4_161680010645954.xml · nonDerivative · entry 13 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433,374 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F15 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.03 to $67.19 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document
March 24, 2021 Filed Mar 26, 2021 19:08 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	2,300	$66.18	$152,216.99	Disclosure SEC source: 0001200925-21-000014 · wf-form4_161680010645954.xml · nonDerivative · entry 12 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433,774 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F14 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.98 to $66.90 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document
March 24, 2021 Filed Mar 26, 2021 19:08 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	13,401	$65.46	$877,214.72	Disclosure SEC source: 0001200925-21-000014 · wf-form4_161680010645954.xml · nonDerivative · entry 11 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 436,074 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F13 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.98 to $65.96 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document
March 24, 2021 Filed Mar 26, 2021 19:08 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	4,703	$64.33	$302,537.88	Disclosure SEC source: 0001200925-21-000014 · wf-form4_161680010645954.xml · nonDerivative · entry 10 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 449,475 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F12 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.96 to $64.84 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document
March 24, 2021 Filed Mar 26, 2021 19:08 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	9,196	$63.42	$583,195.61	Disclosure SEC source: 0001200925-21-000014 · wf-form4_161680010645954.xml · nonDerivative · entry 9 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 454,178 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F11 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.96 to $63.95 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document
March 24, 2021 Filed Mar 26, 2021 19:08 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	177	$66.91	$11,842.73	Disclosure SEC source: 0001200925-21-000014 · wf-form4_161680010645954.xml · nonDerivative · entry 8 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T49C Trust Disclosed balance after: 61,250 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F10 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.62 to $66.92 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C Trust, trusts for the benefit of the reporting person's children. The reporting person disclaims beneficial ownership over such securities, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document
March 24, 2021 Filed Mar 26, 2021 19:08 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	1,630	$65.72	$107,121.16	Disclosure SEC source: 0001200925-21-000014 · wf-form4_161680010645954.xml · nonDerivative · entry 7 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T49C Trust Disclosed balance after: 61,427 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F9 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.51 to $66.13 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C Trust, trusts for the benefit of the reporting person's children. The reporting person disclaims beneficial ownership over such securities, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document
March 24, 2021 Filed Mar 26, 2021 19:08 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	1,393	$65.10	$90,690.29	Disclosure SEC source: 0001200925-21-000014 · wf-form4_161680010645954.xml · nonDerivative · entry 6 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T49C Trust Disclosed balance after: 63,057 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.51 to $65.44 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C Trust, trusts for the benefit of the reporting person's children. The reporting person disclaims beneficial ownership over such securities, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document
March 24, 2021 Filed Mar 26, 2021 19:08 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	1,800	$64.11	$115,395.66	Disclosure SEC source: 0001200925-21-000014 · wf-form4_161680010645954.xml · nonDerivative · entry 5 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T49C Trust Disclosed balance after: 64,450 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.46 to $64.45 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C Trust, trusts for the benefit of the reporting person's children. The reporting person disclaims beneficial ownership over such securities, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document
March 24, 2021 Filed Mar 26, 2021 19:08 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	179	$66.91	$11,976.87	Disclosure SEC source: 0001200925-21-000014 · wf-form4_161680010645954.xml · nonDerivative · entry 4 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T77A Trust Disclosed balance after: 61,250 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.80 to $66.92 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C Trust, trusts for the benefit of the reporting person's children. The reporting person disclaims beneficial ownership over such securities, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document
March 24, 2021 Filed Mar 26, 2021 19:08 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	1,605	$65.69	$105,439.67	Disclosure SEC source: 0001200925-21-000014 · wf-form4_161680010645954.xml · nonDerivative · entry 3 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T77A Trust Disclosed balance after: 61,429 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.51 to $66.01 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C Trust, trusts for the benefit of the reporting person's children. The reporting person disclaims beneficial ownership over such securities, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document
March 24, 2021 Filed Mar 26, 2021 19:08 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	1,579	$65.08	$102,753.74	Disclosure SEC source: 0001200925-21-000014 · wf-form4_161680010645954.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T77A Trust Disclosed balance after: 63,034 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.47 to $65.37 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C Trust, trusts for the benefit of the reporting person's children. The reporting person disclaims beneficial ownership over such securities, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document
March 24, 2021 Filed Mar 26, 2021 19:08 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	1,637	$64.08	$104,893.23	Disclosure SEC source: 0001200925-21-000014 · wf-form4_161680010645954.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By T77A Trust Disclosed balance after: 64,613 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.47 to $64.415 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: These securities are held of record by Douglas Porter, Trustee of each of the T77A Trust and the T49C Trust, trusts for the benefit of the reporting person's children. The reporting person disclaims beneficial ownership over such securities, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes. Read SEC document
March 19, 2021 Filed Mar 23, 2021 20:49 UTC	SMARTSHEET INC SMAR · Entity 83899	GrantRestricted Stock Units (RSU) (Class A) · Derivative	4,965	$0.00	$0.00	Disclosure SEC source: 0001200925-21-000012 · wf-form4_161654693067480.xml · derivative · entry 3 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,965 Underlying: Class A Common Stock · 4,965 shares Expires 2021-08-15 F2 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F4 · derivative.exercise_date: The RSUs were granted under the 2019 Annual Incentive Plan and vest 100% on August 15, 2021, subject to continued service through the vesting date. Read SEC document
March 19, 2021 Filed Mar 23, 2021 20:49 UTC	SMARTSHEET INC SMAR · Entity 83899	GrantRestricted Stock Units (RSU) (Class A) · Derivative	69,385	$0.00	$0.00	Disclosure SEC source: 0001200925-21-000012 · wf-form4_161654693067480.xml · derivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,385 Underlying: Class A Common Stock · 69,385 shares Expires 2031-03-19 F2 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F3 · derivative.exercise_date: The RSUs vest as to 25% of the total shares on February 15, 2022 and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document
March 19, 2021 Filed Mar 23, 2021 20:49 UTC	SMARTSHEET INC SMAR · Entity 83899	GrantStock Option (right to buy Class A Common Stock) · Derivative	86,106	$0.00 Strike: $62.56	$0.00	Disclosure SEC source: 0001200925-21-000012 · wf-form4_161654693067480.xml · derivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,106 Underlying: Class A Common Stock · 86,106 shares Expires 2031-03-19 F1 · derivative.exercise_date: The option vests as to 25% of the total shares on February 15, 2022 and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document
March 08, 2021 Filed Mar 9, 2021 19:03 UTC	SMARTSHEET INC SMAR · Entity 83899	Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative	7,500	$0.00 Strike: $3.73	$0.00	Disclosure SEC source: 0001200925-21-000010 · wf-form4_161533461569401.xml · derivative · entry 4 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 757,500 Underlying: Class A Common Stock · 7,500 shares Expires 2027-03-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document
March 08, 2021 Filed Mar 9, 2021 19:03 UTC	SMARTSHEET INC SMAR · Entity 83899	Exercise / conversionClass A Common Stock	7,500	$3.73	$27,975.00	Disclosure SEC source: 0001200925-21-000010 · wf-form4_161533461569401.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 463,374 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
February 16, 2021 Filed Feb 17, 2021 20:14 UTC	SMARTSHEET INC SMAR · Entity 83899	Exercise / conversionStock Option (right to buy Class A Common Stock) · Derivative	10,000	$0.00 Strike: $3.73	$0.00	Disclosure SEC source: 0001200925-21-000008 · wf-form4_161361084443526.xml · derivative · entry 9 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 765,000 Underlying: Class A Common Stock · 10,000 shares Expires 2027-03-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document
February 16, 2021 Filed Feb 17, 2021 20:14 UTC	SMARTSHEET INC SMAR · Entity 83899	Exercise / conversionClass A Common Stock	10,000	$3.73	$37,300.00	Disclosure SEC source: 0001200925-21-000008 · wf-form4_161361084443526.xml · nonDerivative · entry 4 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 455,874 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document
February 12, 2021 Filed Feb 17, 2021 20:14 UTC	SMARTSHEET INC SMAR · Entity 83899	Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative	22,121	$0.00	$0.00	Disclosure SEC source: 0001200925-21-000008 · wf-form4_161361084443526.xml · derivative · entry 8 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,364 Underlying: Class A Common Stock · 22,121 shares Expires 2030-03-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F5 · derivative.exercise_date: The RSUs vested as to 25% of the total shares on February 12, 2021 and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document
February 12, 2021 Filed Feb 17, 2021 20:14 UTC	SMARTSHEET INC SMAR · Entity 83899	Exercise / conversionRestricted Stock Units (RSU) (Class A) · Derivative	3,703	$0.00	$0.00	Disclosure SEC source: 0001200925-21-000008 · wf-form4_161361084443526.xml · derivative · entry 7 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,623 Underlying: Class A Common Stock · 3,703 shares Expires 2029-03-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. F4 · derivative.exercise_date: The RSUs vested as to 25% of the total shares on February 15, 2020 and then 6.25% of the total shares vest quarterly thereafter, subject to continued service through each vesting date. Read SEC document
February 12, 2021 Filed Feb 17, 2021 20:14 UTC	SMARTSHEET INC SMAR · Entity 83899	Tax withholdingClass A Common Stock	10,217	$84.41	$862,416.97	Disclosure SEC source: 0001200925-21-000008 · wf-form4_161361084443526.xml · nonDerivative · entry 3 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 445,874 F2 · shares: Represents the number of shares of Class A Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the RSUs and does not represent a sale by the reporting person. Read SEC document
February 12, 2021 Filed Feb 17, 2021 20:14 UTC	SMARTSHEET INC SMAR · Entity 83899	Exercise / conversionClass A Common Stock	22,121	Not disclosed	Not disclosed	Disclosure SEC source: 0001200925-21-000008 · wf-form4_161361084443526.xml · nonDerivative · entry 2 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 456,091 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. Read SEC document
February 12, 2021 Filed Feb 17, 2021 20:14 UTC	SMARTSHEET INC SMAR · Entity 83899	Exercise / conversionClass A Common Stock	3,703	Not disclosed	Not disclosed	Disclosure SEC source: 0001200925-21-000008 · wf-form4_161361084443526.xml · nonDerivative · entry 1 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433,970 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each RSU represents a contingent right to receive 1 share of the issuer's Class A Common Stock upon settlement. Read SEC document
February 04, 2021 Filed Feb 5, 2021 19:54 UTC	SMARTSHEET INC SMAR · Entity 83899	SaleClass A Common Stock	18,493	$72.48	$1,340,350.45	Disclosure SEC source: 0001200925-21-000006 · wf-form4_161257286387153.xml · nonDerivative · entry 6 MADER MARK PATRICK · CIK 0001200925 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 430,267 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the holder. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.30 to $72.875 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.